Step 8: Custom task fields

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Step 8 takes a closer look at the Custom task Field area of the Settings tab. By the end of this article you will know:

I) What custom Task fields are used for

II) How to set up custom Task fields

III) How to remove custom Task fields

 

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I) What custom Task fields are used for

 

Custom Task fields are set up by Workspace Managers and help users of Huddle filter their Tasks in Workspaces. Workspace tasks are stored in a shared space visible to everyone so the capability to filter down the tasks to find the ones that matter the most to you is very useful. 

Assign extra values to your Tasks to improve your filtering experience. You can choose any set of values to apply to your tasks, for example: project phases, locations, office functions and project titles. 

 

a) Set up custom Task fields.

 

 

b) Apply values to your Tasks.

 

 

c) Filter your Tasks. 

 

 

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II) How to set up custom Task fields

 

a) To set up custom Task fields in your Workspace, go to the Custom Task Fields area of the Settings tab. 

 

 

b) Decide what you would like to be able to filter your tasks by. Here we have used two examples: Phase and Location.

 

c) Check the box next to In Use to activate this field on the Tasks tab. 

 

d) Enter your values into the second text box. These are the values that you will be able to assign to tasks. For the values to work correctly, they must all be entered one below the other as in the example.

 

e) Click on Update. 

 

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III) How to remove custom Task fields

 

a) To remove custom task fields in your workspace, go to the custom Task Fields area of the Settings tab. 

 

 

b) Uncheck the box next to In Use and the custom task field will be removed from the Tasks tab. 

 

c) Delete the label and values then click update to completely remove the field from the Settings tab. 

 

 

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